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Crews Bank & Trust’s Principal Financial Group PFG Stock Holding History

Crews Bank & Trust’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-142
Closed -$11K – 621
2024
Q4 		$11K Buy
+142
New +$12K ﹤0.01% 496

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crews Bank & Trust's PFG Position: Q1 2025 in Review

Crews Bank & Trust sold out of Principal Financial Group (PFG) in Q1 2025, closing a stake of 142 shares — an estimated $11K sold.

Crews Bank & Trust first reported a position in PFG in Q4 2024 and held it in 1 quarter. The position peaked at $11K in Q4 2024. 841 funds tracked by Wall St. Rank hold PFG as of Q1 2025.

  • Crews Bank & Trust reported no remaining Principal Financial Group position as of Q1 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 142 Principal Financial Group shares in Q1 2025, an estimated $11K.
  • Crews Bank & Trust first reported a position in Principal Financial Group in Q4 2024 and held it in 1 quarter.
  • Crews Bank & Trust's Principal Financial Group position peaked at $11K in Q4 2024.
  • 841 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2025.

Based on Crews Bank & Trust's 13F filing for Q1 2025, filed 22 Apr 2025.